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Ways to Give

Gift Planning helps you meet your personal, financial and estate planning goals by making a lifetime or testamentary charitable gift. Learn about the benefits below.

• What to Give
• How to Give

Find out what type of assets make the best gift planning. Learn about gifts of cash, securities and property.

• Stocks and Bonds
• Land/Real Estate
• Retirement Assets
• Cash

Learn how to make a gift that provides tax benefits and even life income.

• Bequest
• Charitable Gift Annuity
• Charitable Unitrust
• Charitable Annuity Trust
• Charitable Lead Trust
• Sale and Unitrust
• Bargain Sale
• Give it Twice Trust
• Life Estate Reserve
• IRA Rollover

Donor Story

Part Gift and Part Sale

Susan and Kevin bought their first home many years ago. They had planned to build a second home so that their children could spend their summers along the lake.
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Gift Planning Calculator

View a presentation that shows the benefits of a gift planning based on your property and goals.

• Charitable Unitrust
• Charitable Annuity Trust
• Gift Annuity
• Deferred Gift Annuity
• Sale and Unitrust
• Part Gift and Part Sale

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